- Kinder Morgan Inc. (KMI)
- Williams Companies Inc. (The) (WMB)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- Canadian Utilities Limited Class A Non-Voting Shares (CU)
- Algonquin Power & Utilities Corp. (AQN)
- Parex Resources Inc. (PXT)
- Superior Plus Corp. (SPB)
- BMO Covered Call Utilities ETF (ZWU)
- Enterprise Products Partners L.P. (EPD)
- Topaz Energy Corp. (TPZ)
Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.
Would you suggest any consolidations or removal of any of these positions?
AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat
Thanks as always for your excellent work! Aaron
Would you suggest any consolidations or removal of any of these positions?
AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat
Thanks as always for your excellent work! Aaron